When Microsoft posted its quarterly earnings last week, its CFO Amy Hood said that customers wanted more cloud compute for their AI workloads than the company could supply. “Near-term AI demand is a bit higher than our available capacity,” Hood said Thursday, during a conference call to discuss the company’s quarterly results for the quarter ended March 31. Microsoft posted revenue of $61.9 billion for the quarter, up 17% year on year, of which $26.7 billion (up 21%) came from its Intelligent Cloud segment, consisting of Azure and other public, private, and hybrid server products and cloud ser…